A ship in a harbor is safe, but that is not what ships are built for.

A ship in a harbor is safe, but that is not what ships are built for.

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The Life Voyage Navigator.

We help you navigate choices, challenges, and decisions, moving together toward your most important objectives and ideals. Our team of degreed and credentialed professionals simplifies complex financial ideas and creates an optimistic framework for making positive progress toward your goals while at the same time minimizing the obstacles toward their achievement.

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OUR MISSION

Lasting financial
independence.

Our mission is to lead you to a lifetime of financial independence for yourself and your family, allowing you to enjoy life and enabling you to impact others along the way.

OUR MISSION

Lasting financial
independence.

Our mission is to lead you to a lifetime of financial independence for yourself and your family, allowing you to enjoy life and enabling you to impact others along the way.

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RECENT NEWS

Happy Anniversary Bull Market | Weekly Market Commentary | October 13, 2025

Year three of this bull market was a strong one. After a bit of a slow start — the S&P 500 rose 21.4% during the first year of this bull compared with the average first-year gain near 40% — year two was a catch-up year with a 32.2% gain vs. a second-year average of 12.4%. Then in year three, a year that had produced an average gain of only 5.2% historically, the S&P 500 rallied 16.1% (through October 8, 2025, before Friday’s sell-off). As noted in the “After a Strong Third Year, This Bull is Ahead of Schedule” chart, the nearly 89% gain in the S&P 500 since this bull market began on October 12, 2022 (excluding dividends), is well ahead of the average and median three-year advances for all bull markets since 1950.

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